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Compare UMAX vs. DFGH
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares S&P 500 Yield Maximiser Complex ETF (UMAX) and the Dimensional Global Core Equity Trust Aud Hedged - Active ETF (DFGH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | DFGH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 12 |
Median incremental investment | $993.50 | $3,099.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,720.64 | $23,514.57 |
Average age group | > 35 | 26 - 35 |
Key Summary
UMAX | DFGH | |
|---|---|---|
Strategy | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index. | DFGH.AX was created on 2008-12-09 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio. |
Top 3 holdings | SPX US 07/18/25 C6150 (0 %) ISHARES CORE S&P 500 ETF (98.07 %) USD - UNITED STATES DOLLAR (1.37 %) | Apple Inc (3.70 %) NVIDIA Corp (3.18 %) Microsoft Corp (2.87 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (58.19 %) Communication Services (13.02 %) Consumer Discretionary (12.02 %) |
Top 3 countries | ||
Management fee | 0.79 % | 0.361 % |
Key Summary
UMAX | DFGH | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.361 % |
Price | $24.96 | $37.06 |
Size | $267.260 million | N/A |
10Y return | 44.36 % | N/A |
Annual distribution yield (5Y) | 5.99 % | 0.01 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | DFGH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 12 |
Median incremental investment | $993.50 | $3,099.40 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,720.64 | $23,514.57 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UMAX | DFGH | |
|---|---|---|
Pros |
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Cons |
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UMAX | DFGH |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |